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Earnings Call Transcript

Jagsonpal Pharmaceuticals Earnings Call Transcript: Key Takeaways

Jagsonpal reported a strong Q1FY27 with 9% revenue growth and 22% PAT growth, outperforming industry rates. The focus is on higher-margin specialty segments and integrating the Equitas acquisition to enter the hospital channel.

Guidance and delivery
Management target Revenue 18.0% FY27
Highlights
Revenue growth9% YoY growth to ₹82 Cr, organic growth accelerating.
MarginsEBITDA margins expanded by 240 bps to 23% plus.
Demand visibilityStrong visibility in Gynaecology, Ortho, and Dermatology segments.
Management confidenceHigh confidence in 1.5x industry growth rate targets.

Growth

Revenue grew 9% YoY to ₹82 Cr, while EBITDA and Net Profit grew 21% and 22% respectively.

Outlook

Equitas is expected to hit ₹100 Cr revenue and ₹10 Cr EBITDA by Year 2 post-integration.

Risks

High concentration in the 'Maintain' brand and historically longer working capital cycles in the hospital segment.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth → delivered 14.2% in Q4 (MAT 12.2%) (= BEAT)
  • Guided 1.5x IPM growth → delivered 14.2% vs 10.5% industry (= BEAT)
  • Guided 19% PAT growth → delivered 19% profit growth (= BEAT)
Source

Earnings Call Transcript filed with NSE, NSE: JAGSNPHARM. Summary written with AI assistance from the document.

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Jagsonpal Pharmaceuticals Ltd: key numbers

Share price
₹242.29
Market cap
₹1,598 Cr
Revenue (annual)
₹287.2 Cr
Net profit (annual)
₹43.08 Cr
P/E (TTM)
35.1×Sector 50.4×
Promoter holding
69.05%+1.16% QoQ
FII holding
2.30%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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